See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,072 | $52,379-52.1% | $46,225-45.8% | $273,961-90.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | 12.50% | 7.23%+5.3pp | 7.57%+4.9pp | 41.45%-28.9pp |
| Employer contribution / active EE | $4,638 | $4,226+9.7% | $3,424+35.5% | $4,869-4.7% |
| Participant deferral / active EE | $1,617 | $4,660-65.3% | $3,776-57.2% | $5,287-69.4% |
| Admin fee / account holder | $6 | $4,652-99.9% | $3,519-99.8% | $10,132-99.9% |